TrueWealth Financial Partners

TrueWealth Financial Partners as of Dec. 31, 2023

Portfolio Holdings for TrueWealth Financial Partners

TrueWealth Financial Partners holds 16 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Sm Cp Val Etf (VBR) 11.2 $15M 82k 179.97
Vanguard Index Fds S&p 500 Etf Shs (VOO) 10.5 $14M 32k 436.80
Vanguard World Fds Energy Etf (VDE) 10.5 $14M 117k 117.28
Vanguard World Fds Materials Etf (VAW) 10.1 $13M 70k 189.94
Vanguard Index Fds Mid Cap Etf (VO) 10.0 $13M 56k 232.64
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 9.6 $13M 309k 41.10
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 9.6 $13M 226k 56.14
Vanguard Index Fds Real Estate Etf (VNQ) 9.2 $12M 137k 88.36
Vanguard Bd Index Fds Intermed Term (BIV) 5.5 $7.3M 95k 76.38
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 5.2 $6.9M 139k 49.37
Vanguard Malvern Fds Strm Infproidx (VTIP) 5.1 $6.7M 142k 47.49
Microsoft Corporation (MSFT) 1.3 $1.8M 4.7k 376.02
Ishares Tr Core 1 5 Yr Usd (ISTB) 1.1 $1.5M 31k 47.56
Apple (AAPL) 0.8 $1.0M 5.2k 192.53
Alibaba Group Hldg Sponsored Ads (BABA) 0.2 $261k 3.4k 77.51
Amazon (AMZN) 0.2 $237k 1.6k 151.94